Liontown向LGES发运首批锂矿货物
Liontown ships first lithium cargo to LGES
澳大利亚锂生产商Liontown周三宣布，已向LG Energy Solution（LGES）发运其西澳大利亚州Kathleen Valley锂项目的首批锂辉石精矿。
Australian lithium producer Liontown announced Wednesday it has shipped the first cargo of spodumene concentrate from its Kathleen Valley lithium project in Western Australia to LG Energy Solution (LGES).
这批货物是该矿商迄今为止最大的一批货物，共约3.3万湿吨锂辉石精矿，加权平均氧化锂品位为5.2%。Kallanish（开阑商务信息咨询）获悉，其中1.1万湿吨指定供应给这家韩国电池巨头，其余则出售给一家短期客户。
The shipment – the miner’s largest so far – totals around 33,000 wet metric tonnes (wmt) of spodumene concentrate with a weighted average concentrate grade of 5.2% lithium oxide. Of this, 11,000 wmt are designated for the South Korean battery giant, while the remainder were sold to a short-term customer, Kallanish notes.
这是Kathleen Valley自7月份投产以来的第四批货物，第一批精矿于9月底装运。
This is the fourth cargo shipment since Kathleen Valley commenced production in July, with the first concentrate shipped in late September.
今年7月，Liontown获得了2.5亿美元的资金，并与LGES签订了延长承购协议，将现有的5年承购协议再延长10年。根据该协议，Liontown将在前五年向LGES供应70万吨锂辉石精矿，并在后十年供应150万吨。
In July, Liontown secured $250 million in funding and an extended offtake deal from LGES, extending an existing 5-year offtake agreement by an additional 10 years. Under the deal, Liontown will supply LGES with 700,000 t of spodumene concentrate over the first five years, followed by 1.5 million t in the next 10 years.
公司首席执行官Tony Ottaviano表示：“向LG Energy Solution交付第一批货物标志着我们长期承购合作关系的开始。自9月份发运第一批货物以来，我们现在每月发运一批货物，不仅创造了收入，而且表明我们在向全球市场可靠的主要锂供应商迈进的道路上不断取得进展。”
“Shipping our first cargo to LG Energy Solution marks the beginning of our long-term offtake partnership,” comments company ceo Tony Ottaviano. “We have now shipped one cargo per month since our first cargo in September, generating revenue and demonstrating continued progress on our ramp-up toward becoming a reliable, major supplier of lithium to the global market.”
这家澳大利亚开发商最初的目标是，到2025年第一季度，Kathleen Valley的年产量将达到300万吨，但上个月该公司将目标缩减至280万吨。这一决定是为了在锂市场持续低迷的情况下保留现金。
The Australian developer initially targeted to produce 3m t/y from Kathleen by the first quarter of 2025, but last month trimmed the target to 2.8m t/y. The decision came as a bid to preserve cash amid the ongoing lithium market downturn.
Kathleen Valley的其他一级长期承购客户包括电动汽车制造商特斯拉和福特，供应将于明年开始。
Kathleen Valley’s other Tier-1 long-term offtake customers include EV makers Tesla and Ford, for which supply should start next year.
点击下方图片了解更多详情
Kallanish 网站
日报 周报 月报 会议
定制报告
广告虚位以待
欢迎咨询微信: Kallanish
